Software Advice has helped hundreds of lenders choose the right mortgage CRM software to better manage customers and maximize their value. How does it work?

Mortgage CRM Software


Sort by:
 
Sort by:
 
Salesforce.com logo
 
Mortgage companies will find a wealth of industry-specific features with Salesforce.com, such as quantifying the value of purchased sales leads. The solution also integrates with many loan origination systems and related programs.
Rating:            (3877)
Rating:
        (3877)
Price:
Advisor Recommendations:
450
Platforms:
Deployment:
Business Size:
S
M
L
Mortgage companies will find a wealth of industry-specific features with Salesforce.com, such as quantifying the value of purchased sales leads. The solution also integrates with many loan origination systems and related programs.
 
Infusionsoft logo
 
Infusionsoft was built with the small business owner in mind. It combines CRM functionality with email marketing, e-commerce and marketing automation to provide a robust solution that can grow along with your small business.
Rating:            (289)
Rating:
        (289)
Price:
Advisor Recommendations:
297
Platforms:
Deployment:
Business Size:
S
M
L
Infusionsoft was built with the small business owner in mind. It combines CRM functionality with email marketing, e-commerce and marketing automation to provide a robust solution that can grow along with your small business.
 
Pipedrive logo
 
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved... Read More
Rating:            (929)
Rating:
        (929)
Price:
Advisor Recommendations:
240
Platforms:
Deployment:
Business Size:
S
M
L
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved... Read More
 
ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
Rating:            (154)
Rating:
        (154)
Price:
Advisor Recommendations:
199
Platforms:
Deployment:
Business Size:
S
M
L
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
Base logo
 
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
Rating:            (64)
Rating:
        (64)
Price:
Advisor Recommendations:
139
Platforms:
Deployment:
Business Size:
S
M
L
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.

Call us for a free FastStart Consultation: (844) 852-3639


 
NetSuite logo
 
NetSuite CRM+ is a leading solution for small and midmarket mortgage organizations. The web-based system offers sales automation, marketing automation and customer service features to help automate your unique business processes.
Rating:            (138)
Rating:
        (138)
Price:
Advisor Recommendations:
130
Platforms:
Deployment:
Business Size:
S
M
L
NetSuite CRM+ is a leading solution for small and midmarket mortgage organizations. The web-based system offers sales automation, marketing automation and customer service features to help automate your unique business processes.
 
SalesNOW logo
 
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
Rating:            (26)
Rating:
        (26)
Price:
Advisor Recommendations:
37
Platforms:
Deployment:
Business Size:
S
M
L
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
 
LeadMaster logo
 
Mortgage professionals need an automated solution for collecting, distributing and managing leads. LeadMaster offers an industry-specific solution for mortgage companies to help them track incoming leads and closed deals.
Rating:            (25)
Rating:
        (25)
Price:
Advisor Recommendations:
32
Platforms:
Deployment:
Business Size:
S
M
L
Mortgage professionals need an automated solution for collecting, distributing and managing leads. LeadMaster offers an industry-specific solution for mortgage companies to help them track incoming leads and closed deals.
 
bpm'online crm logo
 
Bpm'online is a process-driven CRM for marketing, sales, and service automation. The solution allows companies to manage the complete customer lifecycle – from lead to sales and to ongoing customer service. The solution gives users... Read More
Rating:            (59)
Rating:
       (59)
Price:
Advisor Recommendations:
27
Platforms:
Deployment:
Business Size:
S
M
L
Bpm'online is a process-driven CRM for marketing, sales, and service automation. The solution allows companies to manage the complete customer lifecycle – from lead to sales and to ongoing customer service. The solution gives users... Read More
 
BNTouch Mortgage CRM logo
 
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More
Rating:            (11)
Rating:
        (11)
Price:
Advisor Recommendations:
26
Platforms:
Deployment:
Business Size:
S
M
L
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step... Read More

Call us for a free FastStart Consultation: (844) 852-3639


 
HubSpot CRM logo
 
HubSpot offers lead scoring, lead nurturing and marketing analytics to mortgage firms of all sizes. Customer analytics are also offered as part of the marketing automation suite. This is a web-based system.
Rating:            (432)
Rating:
        (432)
Price:
Advisor Recommendations:
20
Platforms:
Deployment:
Business Size:
S
M
L
HubSpot offers lead scoring, lead nurturing and marketing analytics to mortgage firms of all sizes. Customer analytics are also offered as part of the marketing automation suite. This is a web-based system.
 
Marketing 360 logo
 
Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (SEO)... Read More
Rating:            (459)
Rating:
       (459)
Price:
Advisor Recommendations:
15
Platforms:
Deployment:
Business Size:
S
M
L
Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (SEO)... Read More
 
inContact Hosted Call Center logo
 
Used in the mortgage industry by customer service agents, inContact Hosted Call Center Software is a popular choice among businesses that need a comprehensive call center system. Notable features include IVR and ACD.
Rating:            (50)
Rating:
        (50)
Price:
Advisor Recommendations:
14
Platforms:
Deployment:
Business Size:
S
M
L
Used in the mortgage industry by customer service agents, inContact Hosted Call Center Software is a popular choice among businesses that need a comprehensive call center system. Notable features include IVR and ACD.
 
Freshdesk logo
 
Offering multi-channel customer support, Freshdesk brings together every customer conversation into a centralized interface, helping customer support agents address and resolve trouble tickets. Whether the interaction occurs over... Read More
Rating:            (194)
Rating:
        (194)
Price:
Advisor Recommendations:
12
Platforms:
Deployment:
Business Size:
S
M
L
Offering multi-channel customer support, Freshdesk brings together every customer conversation into a centralized interface, helping customer support agents address and resolve trouble tickets. Whether the interaction occurs over... Read More
 
TeamSupport logo
 
TeamSupport provides tools for mortgage agencies to stay on top of their most important customer relationships. This web-based system provides tools for increasing collaboration, tracking interactions and managing productivity.
Rating:            (490)
Rating:
        (490)
Price:
Advisor Recommendations:
6
Platforms:
Deployment:
Business Size:
S
M
L
TeamSupport provides tools for mortgage agencies to stay on top of their most important customer relationships. This web-based system provides tools for increasing collaboration, tracking interactions and managing productivity.

Call us for a free FastStart Consultation: (844) 852-3639


 
InvGate Service Desk logo
 
InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support, self service knowledge management, and more. The system is compatible on Mac, Windows, and iPad (or... Read More
Rating:            (21)
Rating:
       (21)
Price:
Advisor Recommendations:
3
Platforms:
Deployment:
Business Size:
S
M
L
InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support, self service knowledge management, and more. The system is compatible on Mac, Windows, and iPad (or... Read More
 
Vivantio Pro logo
 
Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
Rating:            (64)
Rating:
        (64)
Price:
Advisor Recommendations:
3
Platforms:
Deployment:
Business Size:
S
M
L
Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
 
Microsoft Dynamics 365 logo
 
Microsoft Dynamics 365 provides integrated solutions that allow businesses to better track leads, automate field service, drive sales, and improve operations using mobile, enterprise-ready business apps from the cloud. The system’s... Read More
Rating:            (27)
Rating:
        (27)
Price:
Advisor Recommendations:
3
Platforms:
Deployment:
Business Size:
S
M
L
Microsoft Dynamics 365 provides integrated solutions that allow businesses to better track leads, automate field service, drive sales, and improve operations using mobile, enterprise-ready business apps from the cloud. The system’s... Read More
 
Salesforce.com Service Cloud logo
 
Service Cloud is a unique and powerful customer service solution that is designed to promote more effective and productive customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to unify and... Read More
Rating:            (38)
Rating:
        (38)
Price:
Advisor Recommendations:
3
Platforms:
Deployment:
Business Size:
S
M
L
Service Cloud is a unique and powerful customer service solution that is designed to promote more effective and productive customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to unify and... Read More
 
PhaseWare Tracker logo
 
PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More
Rating:            (60)
Rating:
        (60)
Price:
Advisor Recommendations:
3
Platforms:
Deployment:
Business Size:
S
M
L
PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: June 17, 2017


As most people know, CRM software is used for customer relationship management. That sounds simple enough ... and it even has an easy acronym to remember it by! It sounds simple right up until you ask the question—the question all buyers of CRM software really should ask—What kind of customers?

That’s a very important question. Not all customers are the same. Of course they vary from individual to individual, but that’s less important than the fact customers in different industries need and expect different relationships with the businesses they patronize. Purchasing CRM software that’s tailored to one specific industry will not work very well, unless you’re in that specific industry.

Similarly, if you’re in an industry that has unique relationships with customers, or requires lots of specialized outreach or management processes, then a generic CRM platform wouldn’t be the best choice. In this Buyer’s Guide, we look at CRM software designed very specifically for the mortgage industry.

Here's what we'll cover:

What Is Mortgage CRM Software?
Common Features of Mortgage CRM Software
Evaluating Mortgage CRM Software
Mortgage CRM Software In the News

What Is Mortgage CRM Software?

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. And given all the ups and downs the mortgage industry has faced over the past ten years, it’s an industry that can use all the help it can get. The subprime mortgage crisis is anything but a distant memory. Delinquencies and foreclosures are still common occurrences, and mortgage lenders have realized the importance of focusing on the customer acquisition and management lifecycle as a means of recovery.

In particular, lenders and loan officers must overcome the hurdles of keeping detailed client notes and maintaining timely client follow-up. They require proper contact management coupled with loan pipeline management in order to stay in control of their business. On top of client retention, mortgage lenders also need to grow and expand their operation in a highly competitive market.

Customer management screen in TeamSupport

Customer management screen in TeamSupport

Common Features of Mortgage CRM Software

Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features:

Loan pipeline Management Mortgage CRM software should tie in with existing loan-originating software (LOS) systems to improve loan pipeline management. This integration allows lenders to view loan reports on-demand, track loans as they go through the LOS and synchronize important data such as loan status values and 1003 application data. With a few clicks, the lender can access contact information, loan information, email and phone call history.
Referral partner marketing In a highly competitive market, mortgage companies can benefit greatly from a program that facilitates drip marketing campaigns and campaign tracking to send targeted messages to clients and referral partners. Tracking these campaigns helps lenders know how to cultivate and reward client and partner loyalty.
Mortgage event alerts There should also be tools for notes and alerts that remind the lender of important upcoming events, such as which clients want to refinance several weeks or months in the future. Some systems also have a news update application that provides the most up-to-date information, such as increased annual premiums or changes in upfront mortgage insurance rates (UFMIP).
Regulation compliance With the current instability in the market, it is even more important for lenders to stay abreast of new regulations and compliance issues in their industry. Integrated compliance modules are available in some products to help ensure that business operations are in line with regulations enforced by organizations such as the Federal Housing Administration (FHA).

Evaluating Mortgage CRM Software

Mortgage accounting software can automate many of the day-to-day marketing and loan processing, facilitating marketing efforts and increasing accuracy and customer service. When selecting mortgage CRM software, ask the following questions:

  • Do you plan to host the software locally on your own servers or are you looking for a cloud-deployed solution?
  • Does the software integrate seamlessly with your existing LOS system for end-to-end loan visibility?
  • Does the software integrate with other existing legacy systems such as ERP or accounting?
  • Does your organization require a Web-based customer portal so customers can access loan applications and information online?
  • Does your organization require capabilities for multi-channel marketing (i.e., email, phone, direct etc.)?
  • Will you be producing and sending a lot of content and documents to send to customers?

Mortgage CRM Software In the News

Lenders make strides in personalizing borrower relationships. June, 2016. A report in Credit Union Times describes how many mortgage lenders are investing in tools to help them offer more personalized service to their customers. It suggests that consumers are expecting this personalized service and are less responsive to more outdated methods of non-personalized marketing, like generic mass emails.

Email marketing not dead in mortgage industry. July, 2016. NationalMortgageProfessional.com Writer Brent Emler makes the case for a renewed look at the efficacy of email marketing in the mortgage lending industry. Far from dead, Emler says, “E-mail marketing is evolving from the carnival barker pitching a new act to an engaging personalized conversation built on collaboration and timely delivery of appropriate opportunities to help consumers become happily involved with products and services.”

Mason-McDuffie Mortgage Corp. focuses on borrower experience. July 2016. “Borrowers can get lost in the huge amount of paperwork involved in the loan process,” writes Jason Frazier, chief information officer at Mason-McDuffie, in the latest issue of HousingWire magazine. With the company’s newly developed software solution, they’ll reduce paperwork redundancies, shorten wait times for customers and add several other customer experience improvement measures.

Free Download:
CRM Software Pricing Guide

Free Download:
Ten Steps Guide to Selecting the Right CRM Software

 

How it Works

We match organizations with software that meets their needs.

Our service is simple and 100% free to customers like you because software vendors pay us when we connect them with quality leads. You save time and get great advice. Vendors get great referrals. It's a win for everyone!

Call now for advice: (844) 852-3639
Software Advice Advisors
×